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Assign a Task to a Team Member in a Specific Stage in a Job

In Recruitera, you can assign team members to specific stages inside a job to keep the process clear and focused.

Updated over 2 months ago

Each stage in your hiring workflow might need different people involved — for example, recruiters handling the screening, hiring managers in the interviews, and HR in the offer stage. In Recruitera, you can assign team members to specific stages inside a job to keep the process clear and focused.


Go to the Job’s Workflow

Start from your Jobs list.

  1. Open the job you want to edit.

  2. Click Edit Job.

  3. Navigate to the Workflow tab.

Here you’ll see all the stages of your pipeline (e.g., Applied, Phone Screen, Technical Interview, Offer).


Select the Stage You Want to Assign Members To

Find the stage you want to configure — for example, Technical Interview.
Click the + next to it. A stage settings panel will open on the right.


Assign Task to Team Members

In the stage settings panel, look for the Assigned Team Members section. Click + Task , then select the person (or people) you want to assign.

You can add:

💡 You can assign multiple members to a stage if it’s handled by more than one person — for example, a panel interview.


Save Your Changes

Once you’ve added the right people, click Save or Update Stage.
Recruitera will now:

  • Notify the assigned team members when a candidate enters this stage.

  • Give them access to view and evaluate those candidates.

  • Prevent unassigned users from editing or interfering at this stage.


Check Access & Collaboration

You can always revisit the stage later to:

  • Add or remove members.

  • Review who’s assigned where.

  • Track feedback and activity.

Assigned users will appear under the stage header inside the candidate’s profile — making it easy to see who’s responsible.

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